Autonomous Driving
Autonomous driving replaces the driver with sensors, maps, and software, first in controlled settings and then on open roads. Value shifts away from the vehicle towards the perception stack and the service that operates it.
53 stocks
| # | Name | Holding | Trade Value |
Theme Stocks |
% of Portfolio | Status | |
|---|---|---|---|---|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
| $6.13B | -$1.01B | 3 | 0.72% | Reduced |
|
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $4.28B | -$64.5M | 2 | 5.32% | Reduced |
|
| 3 |
Vanguard Group
Malvern,
Pennsylvania
| $4.06B | +$69.7M | 4 | 0.18% | Increased |
|
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
| $3.91B | +$1.78B | 3 | 0.63% | Increased |
|
| 5 |
BlackRock
New York
| $3.43B | +$16.6M | 4 | 0.16% | Increased |
|
| 6 |
State Street
Boston,
Massachusetts
| $1.74B | +$21.3M | 4 | 0.14% | Increased |
|
| 7 |
Jennison Associates
New York
| $1.14B | +$159M | 2 | 1.13% | Increased |
|
| 8 |
Bank of Montreal
Toronto,
Ontario, Canada
| $1.11B | +$21.4M | 4 | 0.97% | Increased |
|
| 9 |
Capital World Investors
Los Angeles,
California
| $1.11B | -$19.6M | 2 | 0.24% | Reduced |
|
| 10 |
Massachusetts Financial Services
Boston,
Massachusetts
| $1.07B | -$288M | 1 | 0.45% | Reduced |
|
| 11 |
Norges Bank
Oslo,
Norway
| $865M | -$87.3M | 3 | 0.31% | Reduced |
|
| 12 |
Janus Henderson Group
London,
| $841M | +$174M | 3 | 0.51% | Increased |
|
| 13 |
Morgan Stanley
New York
| $781M | -$23.4M | 5 | 0.21% | Reduced |
|
| 14 |
Invesco
Atlanta,
Georgia
| $742M | -$39.1M | 3 | 0.27% | Reduced |
|
| 15 |
Goldman Sachs
New York
| $670M | +$75.6M | 4 | 0.16% | Increased |
|
| 16 |
Lazard Asset Management
New York
| $659M | +$177M | 2 | 1.13% | Increased |
|
| 17 |
Artisan Partners
Milwaukee,
Wisconsin
| $649M | +$153M | 2 | 1.23% | Increased |
|
| 18 |
Wellington Management Group
Boston,
Massachusetts
| $624M | -$262M | 3 | 0.14% | Reduced |
|
| 19 |
Geode Capital Management
Boston,
Massachusetts
| $588M | +$7.1M | 4 | 0.2% | Increased |
|
| 20 |
JP Morgan Chase
New York
| $585M | -$54.7M | 4 | 0.12% | Reduced |
|
| 21 |
BAMCO Inc
New York
| $580M | +$4.99M | 2 | 2.67% | Increased |
|
| 22 |
Bank of New York Mellon
New York
| $570M | +$7.38M | 4 | 0.15% | Increased |
|
| 23 |
American Century Companies
Kansas City,
Missouri
| $558M | -$19.5M | 3 | 0.56% | Reduced |
|
| 24 |
Northern Trust
Chicago,
Illinois
| $557M | +$3M | 4 | 0.14% | Increased |
|
| 25 |
WCM Investment Management
Laguna Beach,
California
| $548M | +$33.3M | 1 | 6.21% | Increased |
|